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Office Specialist

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Teamwork Financial Group

2021-12-03 07:34:28

Job location Houston, Texas, United States

Job type: fulltime

Job industry: Banking & Financial Services

Job description

Office Specialist

Advance Your Career and Truly Make a Difference. We have an exciting opportunity for an organized, self-motivated individual with excellent interpersonal skills seeking to join a well-established Independent Advisory & Financial Services Company.

Description:

Position Summary: Retirement Planning firm in the Houston, TX area is seeking a full-time Office Specialist. Candidate must exhibit exceptional time management skills, attention to detail, accept direction, be customer service oriented and skilled with technology. An excellent work environment provided with competitive pay and opportunities for professional and personal growth for the go-getter.

Position Overview:

The primary responsibility of this position is to provide support to Chief Advisor by organizing and ensuring smooth operations within the office. Always putting the client first, this position will be heavily dependent upon a positive attitude, solid work ethic and desire to go above and beyond. Other responsibilities include development of positive client relationship and compliance support.

A summary of the tasks is below:

  • Receive incoming client calls in a friendly manner
  • Processing new client applications
  • Input prospects to database
  • Handle servicing of specific client accounts (opening, closing and transferring of accounts)
  • Manage Advisors calendar, keep Advisor organized and prep for all client meetings
  • Set appointments, reschedule appointments
  • Notary or Paralegal Experience preferred, not required
  • Keep CRM updated with client interaction
  • Attend seminars/workshops - follow up with the prospects from the seminars
  • Work independently and proactively to meet personal business goals
  • Assist Advisors with follow up on Marketing Leads
  • Track weekly and monthly progress, including number of calls made, appointments set, and appointments kept with Chief Advisor
  • Call and confirm all appointments

If you meet or exceed the expectations described above, please apply today!

Presented by Advisor Employee Services

Thank you for your interest in the Office Specialist role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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